Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research. Ziegler is one of the nation’s leading underwriters of financing for not-for-profit senior living providers. Ziegler offers creative, tailored solutions to its senior living clients, including investment banking, financial risk management, merger and acquisition services, seed capital, FHA/HUD, capital and strategic planning, sponsorship transitions, as well as senior living research, education and communication.
UMB Bank
For over 75 years, UMB has been a nationally recognized provider of corporate trust and escrow services, supporting healthcare, senior living, and nonprofit organizations nationwide. We serve as an independent trustee and paying agent for tax-exempt and taxable bond issues, helping clients finance construction, expansions, and capital improvements that strengthen their communities. Our team understands the complexities of municipal and healthcare financing and offers a full range of trustee and agency services, including escrow, loan agency, project finance support, and other specialized solutions. Clients rely on us for responsive service, operational accuracy, and long-term partnership. At UMB, we deliver personalized service backed by institutional strength – giving clients confidence and peace of mind throughout their transactions. Learn more at UMB.com/corporatetrust. | UMB Bank has offered funeral and cemetery trust services for over 75 years. As a premier provider, UMB Bank understands the unique trust needs of funeral homes and cemeteries and offers trust options to meet their respective goals. And with a national charter, UMB Bank can offer trust services nationwide. All funeral and cemetery trusts are supported by a dedicated team of professionals with extensive knowledge of individual state laws, investment management, recordkeeping, and tax reporting. UMB’s funeral and cemetery trust services are offered thru its Corporate Trust Division which has consistently been ranked since 2007 as the third largest municipal trustee in the nation. For more information, contact douglas.hare@umb.com or melissa.stover@umb.com.
Tapcheck
Tapcheck is a mobile app & platform that allows employees to get access to their earned wages on-demand at no cost to the business. On-demand pay is a crucial employee benefit in today’s labor market and an effective way for companies to strengthen their bottom line. By making an impact that goes beyond the workplace, companies offering EWA can find an edge in hiring and retention. Tapcheck helps promote financial wellness and improve business performance through the power of earned-wage access.
SAGE
Sage for Construction and Real Estate is the only financial management solution that pairs more than 50 years of experience with the largest partner network in the industry. As a complete business solution for pre-construction, finance, and operations, Sage provides the versatility and visibility to improve how your business is performing on each job with the integrations you need to work more efficiently and scale your business. Over 50,000 companies have relied on Sage to manage more projects, bids, and sub-contractors than all other vendors combined. | Sage X3 is an advanced ERP solution designed for manufacturers and distributors seeking greater efficiency, agility, and control. It streamlines core business processes—from production and inventory management to supply chain and financials—allowing companies to reduce costs, improve visibility, and drive smarter decision-making. With industry-specific functionality, real-time analytics, and automation, Sage X3 helps businesses adapt to market demands, scale operations, and enhance productivity. Whether managing complex supply chains or optimizing workflows, Sage X3 provides the tools needed to improve efficiency and gain a competitive edge in today’s dynamic manufacturing and distribution landscape. | Sage is the industry leader in construction solutions that integrate your business financials and operations, giving you the information that you need to make data-driven decisions and to tightly manage your projects. Sage solutions streamline processes and enhance communication and collaboration, both in the office and on the job site. | Sage delivers market-leading cloud financial management software that helps Nonprofits knock down barriers and expand their impact. Trusted by thousands of Nonprofits and recognized by the AICPA as the preferred financial application — Sage Intacct streamlines fund, grant, and project accounting while delivering real-time visibility into the metrics that matter. Customers leverage our modern integration tools and visual insights to connect their systems, make better decisions, and automate routine tasks. At Sage, we understand the unique needs of Nonprofits to help them grow – which is why we’re #1 in customer satisfaction on G2. | From robust accounting to comprehensive lease administration, Sage Intacct Real Estate is a scalable, easy-to-use cloud platform built specifically to tackle the challenges facing real estate organizations. Sage exists to knock down barriers so everyone can thrive, starting with the millions of small and mid-sized businesses served by us, our partners, and accountants. Customers trust our finance, HR, and payroll software to make work and money flow. Learn more at sage.com | Sage X3 breaks down the complexity of end-to-end business processes for chemical manufacturers. Transform how you manage operations, finance, and resources as your business grows, with an award-winning ERP recognized for its tailorability and process manufacturing prowess and trusted for its experienced partner network. | SAGE is the industry’s leading provider of product research and business management solutions for the promotional products industry. Its comprehensive platform includes a massive product database, order management tools, customer relationship management (CRM), and integrated e-commerce solutions that empower distributors to work more efficiently and grow their businesses. SAGE also offers websites, email marketing, and mobile apps, enabling promotional product professionals to showcase catalogs and connect seamlessly with clients. With a focus on innovation and customer service, SAGE helps distributors save time, increase profitability, and stay competitive. Trusted by thousands of industry professionals, SAGE is the go-to technology partner for organizations seeking to streamline their operations and deliver exceptional service.
RKL eSolutions
Founded in 2001, RKL eSolutions provides business software and IT/Networking solutions for our clients. We specialize in FDA-approved Nutrition Label Software and Sage ERP software that can aid monitoring batch production, maintaining regulatory compliance, streamlined planning and more. As your business grows, we will provide the support you need to overcome obstacles and remain competitive in the food manufacturing industry. | RKL eSolutions is a leading provider for Sage software solutions coast to coast. With over 21 years of experience, we combine our technology expertise with accounting skills and systems experience, tailoring our services and solutions to satisfy client technology needs. Senior living organizations rely on RKL eSolutions and Sage Intacct to maintain HIPAA compliance, report confidently, and automate their manual processes to focus on providing excellent residential care. | Founded in 2001, RKL eSolutions provides business software and IT/Networking solutions for our clients. We specialize in FDA-approved Nutrition Label Software and Sage ERP software that can aid monitoring batch production, maintaining regulatory compliance, streamlined planning and more. The food manufacturing industry is constantly changing with new regulations such as the Food Safety Modernization Act. As your business grows, we will provide the support you need to overcome obstacles and remain competitive in the food manufacturing industry.
RKL LLP
Providing Accounting, Audit, and Consulting Services including operational assessments, clinical documentation analysis and third-party reimbursement optimization, cost reporting and regulatory compliance.
Plante Moran
Plante Moran is among the nation’s largest certified public accounting and business advisory firms. We’ve served the senior care and living industry for decades, and we currently serve more than 1,200 senior care and living providers. Our experts take you from where you are today to where you need to be tomorrow with fast, flexible, and innovative solutions that empower you to make bold decisions, transform care delivery, and uncover new value that accelerates performance and improves margins. Your future is our priority. Besides our expertise, what sets our team apart is our full-service approach. We’re the only firm in the country that can bring robust senior living development capabilities — through our Plante Moran Living Forward™ team — in conjunction with audit, tax, reimbursement, strategic planning, and operational and financial consulting capabilities. We’re ready to be your go-to financial and strategic advisor. Ready to learn how we can help you? Contact Jason Giha, Partner, at jason.giha@plantemoran.com or 614-222-9033